Choose the appropriate lead status to assign to leads that fill out this form.

Click Continue.

Click the Fields drop-down menu.

Select a field to add to the form.

Click Save Changes.

Once created, a modal window will appear that contains the form's embed code. This is the code that you paste into a webpage to place created forms on a page. For more information on embed codes, refer to Form Embed Code Overview.

When using referral fields, be aware that the fields do not establish tracking. Referral fields do create a second contact record for that referral. When using referral fields, send an email to that referral stating that they were referred. This encourages the referred visitor to visit your website and/or fill out a form to establish tracking.

When using the How Did You Hear About Us feature, the option will add a field at the end of the form where your visitor can add themselves to a campaign in SharpSpring. This feature is available just in case one of your current campaigns did not catch them.

You can integrate SharpSpring forms with both WebEx and GoToWebinar. This allows you to add events or webinars as form fields. This way, when visitors fill out your form, they are also registered in WebEx or GoToWebinar.

Editing Form Metadata: The General Tab

The General tab contains options to edit metadata and other important pieces of form information. To modify a form's metadata, do the following:

Toggle the switch in the Invisible reCAPTCHA section to add security protection to your form.

In the Settings section, choose one of the following Form Language options:

• English• Spanish• French• Italian• German

• Dutch• Portuguese• Romanian• Turkish• Slovak

Click Save Changes.

Click to enlarge.

Note: Google's invisible reCAPTCHA tool protects your forms from spam and other types of automated abuse. This happens behind the scenes without requiring a user to click a checkbox. Only the most suspicious traffic will be prompted to solve a captcha.

Thank You Page Settings

The available Thank You Page settings are as follows:

Setting

Description

Thank YouPage URL

Insert the desired URL that you want the form to redirect to upon submission. This page is typically hosted on your website or a landing page and usually says "Thanks for filling out our form." The page redirects the user to your website. By default, SharpSpring will automatically display a generic Thank You page for anyone who fills out the form if the Thank You Page URL field is left blank.

Submit Datato My "ThankYou" Page

This setting will generate a postback URL to the Thank you Page designated for the form. This postback URL will allow for a developer with code knowledge to implement code that can utilize the form data from the postback URL accordingly.

Show "ThankYou" Pagewithin iFrame

Choose for the Thank You page to open in a new page, or in an iFrame on the same webpage.

Use Custom "Thank You" Page

Click Edit to modify the HTML for the default Thank You page. This allows you to still utilize the basic Thank You page while modifying it to your liking if you choose to not insert a Thank You page URL.

Deleting Stylesheets

Be aware that stylesheets cannot be recovered when deleted. Also, stylesheets cannot be deleted if they are associated with any form, even ones you are not currently creating or editing.

Native and Third-Party Forms

In addition to SharpSpring forms, SharpSpring also allows you to create two other types of forms: native or third-party. For information on the processes involved in creating these forms, refer to Connecting Native and Third-Party Forms.

Adding Auto-Responder Emails

To add an auto-responder email to SharpSpring forms, do the following: